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DRAMeXchange reports 3Q08 NAND Flash ASP declines 30%

4 November 2008

Samsung took the first position in 3Q and continues to be the market leader. Samsung’s revenue reached US$1.138 billion and enjoyed the market share with 41.1%. Toshiba announced US$799 million revenue with 28.9% market share. Hynix ranked third place with US$397 million revenue and 14.4% market share.

DRAMeXchange estimates total DRAM worldwide production cut of 12-13%

4 November 2008

Taipei, October 29, 2008 --- Nanya and Inotera have also announced production cuts in addition to previous announcements from PSC, Elpida, Hynix, and ProMOS.

DRAM price below cash cost will cause future DRAM production cut, says DRAMeXchange

24 October 2008

Taipei, October 22, 2008 --- DRAM DDR2 1Gb 667MHz spot price fell nearly 50% from a high of US$2.29 on May 6’th to US$1.13 on Oct. 17’th. On Sep.30th, price fell 7% in a single day from US$1.37 to US$1.28. DRAM spot price fell below US$1.5, the average cash cost of most DRAM makers back in Sep. 6’th.

DRAMeXchange indicates DRAM price continues to weaken despite production cutback

3 October 2008

Taipei, October 1, 2008 --- DRAM makers such as PSC, Elpida, and Hynix have separately announced production cutbacks on September 8th , 9th , and 18th. If the cutbacks proceed as scheduled, we expect to see a reduction in worldwide DRAM production by 5 to 6% around end of October to November.

DRAMeXchange indicates major players need to trim output to ensure market stability

17 September 2008

Elpida/PSC’s 10-15% output cut is not powerful enough to drive the swing. Most importantly are Korean makers, who have a combined market share of almost 50%, need to cut output by 10% or more to ensure stability in market.


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